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$Botanix Pharmaceuticals Ltd (BOT.AU)$
Farewell, everyone!
I have uninstalled this software and will no longer follow or research it. I will check back in six months to see whether it has dropped to a few cents or risen to a few dollars. I believe there is a high probability it will be above 0.24. Am I right? Let's verify it in six months, hahaha.
Farewell, everyone!
I have uninstalled this software and will no longer follow or research it. I will check back in six months to see whether it has dropped to a few cents or risen to a few dollars. I believe there is a high probability it will be above 0.24. Am I right? Let's verify it in six months, hahaha.
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$Botanix Pharmaceuticals Ltd (BOT.AU)$
Quarterly growth changes in gross sales for the start of commercialization in 2025
①January to March 2025: AUD 4.9 million
②April to June 2025: AUD 20.4 million
③July to September 2025: AUD 45.9 million
Each quarter shows double growth, such excellent performance, yet the stock price is extremely brutal!
Extremely disappointed, but not hopeless.
I will stop checking the market and decide whether to continue after six months.
Quarterly growth changes in gross sales for the start of commercialization in 2025
①January to March 2025: AUD 4.9 million
②April to June 2025: AUD 20.4 million
③July to September 2025: AUD 45.9 million
Each quarter shows double growth, such excellent performance, yet the stock price is extremely brutal!
Extremely disappointed, but not hopeless.
I will stop checking the market and decide whether to continue after six months.
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桐钧
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$Botanix Pharmaceuticals Ltd (BOT.AU)$ Brothers, shall we meet again in two years?
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$Botanix Pharmaceuticals Ltd (BOT.AU)$ At 5:21 PM after the market closed yesterday, there was a purchase of 420,000 shares at 0.145, likely by an institutional investor. It seems some institutions remain optimistic.
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$Botanix Pharmaceuticals Ltd (BOT.AU)$ The latest short interest data for Botanix Pharmaceuticals Ltd (ASX: BOT) as of October 20, 2025 (compiled from ASIC / ShortMan disclosures and ASX sources): 3.69%.
declined.
declined.
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$Botanix Pharmaceuticals Ltd (BOT.AU)$ According to ShortMan data: As of 2025-10-17 (T+4 reporting period), the short interest ratio was 3.85%. 
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$Botanix Pharmaceuticals Ltd (BOT.AU)$ The performance for July to September reached AUD 45.9 million, more than doubling the quarterly result of AUD 20.4 million from April to June this year. However,
①：The market had high expectations prior to the quarterly report. Several institutions (such as Canaccord and Euroz Hartleys) had forecasted that Sofdra’s quarterly sales could approach AUD 50–60 million. Therefore, while AUD 40.59 million set a new record, it fell below optimistic forecasts.
②：AUD 40.59 million represents gross sales, with net revenue requiring deductions for discounts, health insurance reimbursements, and patient assistance (GTN).
Based on the previous quarter's GTN ratio of approximately 23%, net revenue would be around AUD 9.3 million.
Compared with the company’s quarterly expenditure (operations + marketing of approximately AUD 13–15 million), the company remains in a loss-making position, with no clear timeline provided for achieving profitability.
Investors value 'gross profit quality' and cash flow improvement, not just book sales growth.
③: The effect of investors buying on expectations and selling on facts is evident: once positive catalysts are realized and new surprises are lacking, short-term profit-taking leads to exits.
Despite impressive sales growth, the report did not provide a new target or raise guidance for the full year of FY26.
The market anticipated that management would announce stronger sales forecasts, progress on insurance coverage, or international licensing partnerships during the meeting, but the announcement remained cautious.
④: The lack of a 'new narrative' has led to a cooling of sentiment.
The four points above may lead to a doubling of performance, while the stock price is declining...
①：The market had high expectations prior to the quarterly report. Several institutions (such as Canaccord and Euroz Hartleys) had forecasted that Sofdra’s quarterly sales could approach AUD 50–60 million. Therefore, while AUD 40.59 million set a new record, it fell below optimistic forecasts.
②：AUD 40.59 million represents gross sales, with net revenue requiring deductions for discounts, health insurance reimbursements, and patient assistance (GTN).
Based on the previous quarter's GTN ratio of approximately 23%, net revenue would be around AUD 9.3 million.
Compared with the company’s quarterly expenditure (operations + marketing of approximately AUD 13–15 million), the company remains in a loss-making position, with no clear timeline provided for achieving profitability.
Investors value 'gross profit quality' and cash flow improvement, not just book sales growth.
③: The effect of investors buying on expectations and selling on facts is evident: once positive catalysts are realized and new surprises are lacking, short-term profit-taking leads to exits.
Despite impressive sales growth, the report did not provide a new target or raise guidance for the full year of FY26.
The market anticipated that management would announce stronger sales forecasts, progress on insurance coverage, or international licensing partnerships during the meeting, but the announcement remained cautious.
④: The lack of a 'new narrative' has led to a cooling of sentiment.
The four points above may lead to a doubling of performance, while the stock price is declining...
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$Botanix Pharmaceuticals Ltd (BOT.AU)$ The following is the latest short-term interest rate data for BOT (Botanix Pharmaceuticals Ltd, ASX: BOT):
• Latest rate: 3.85% as of October 17, 2025. 
• Day-on-day change: +0.13 percentage points (from ~3.72% to 3.85%) 
Alert check:
• Increase ≥ 0.20pp? → No (0.13pp)
• Ratio > 4%? → No (3.85%)
• Ratio > 5%? → No
✅ No alerts triggered.
• Latest rate: 3.85% as of October 17, 2025. 
• Day-on-day change: +0.13 percentage points (from ~3.72% to 3.85%) 
Alert check:
• Increase ≥ 0.20pp? → No (0.13pp)
• Ratio > 4%? → No (3.85%)
• Ratio > 5%? → No
✅ No alerts triggered.
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$Botanix Pharmaceuticals Ltd (BOT.AU)$The short-selling ratio of BOT has ranged from a low of 0.02% to a high of approximately 5.23% over the past year.
As of the latest data (mid-October 2025), short positions in BOT account for approximately 3.7% of its issued share capital, equivalent to around 72 million shares being shorted. The scale of BOT’s current short position ranks approximately 60th on the Australian Securities Exchange (ASX), making it one of the stocks with a relatively higher short-selling ratio.
This indicates that there is still a significant number of investors betting on a decline in BOT's share price, which could exert some downward pressure on the stock in the short term.
Notably, a higher short-selling ratio can sometimes be viewed as a contrarian indicator: if the company releases positive news or shows fundamental improvements, remaining short sellers may rush to cover their positions, triggering a short squeeze that could push the share price higher. Overall, the current short-selling data for BOT reflects relatively concentrated but somewhat easing bearish sentiment, signaling both short-term pressure and the potential for a reversal under certain conditions.
As of the latest data (mid-October 2025), short positions in BOT account for approximately 3.7% of its issued share capital, equivalent to around 72 million shares being shorted. The scale of BOT’s current short position ranks approximately 60th on the Australian Securities Exchange (ASX), making it one of the stocks with a relatively higher short-selling ratio.
This indicates that there is still a significant number of investors betting on a decline in BOT's share price, which could exert some downward pressure on the stock in the short term.
Notably, a higher short-selling ratio can sometimes be viewed as a contrarian indicator: if the company releases positive news or shows fundamental improvements, remaining short sellers may rush to cover their positions, triggering a short squeeze that could push the share price higher. Overall, the current short-selling data for BOT reflects relatively concentrated but somewhat easing bearish sentiment, signaling both short-term pressure and the potential for a reversal under certain conditions.
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